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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,011 | $84,685-88.2% | $73,836-86.4% | $125,389-92.0% |
| Participation rate | 53.3% | 76.8%-23.4pp | 73.4%-20.1pp | 83.2%-29.9pp |
| Annual return | -2.20% | 3123.80%-3126.0pp | 2268.06%-2270.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $799 | $3,993-80.0% | $3,583-77.7% | $5,352-85.1% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |